Salisbury Bank Offers Free Seminar on Smart Financial Steps and Plans for Seniors and Their Caregivers
August 23, 2017
Salisbury Bank is offering a seminar which will focus on smart financial steps and plans for seniors and their caregivers. In this seminar, the following questions will be answered: What financial plans do you have in place now? What documents must you have ready to truly be prepared?
Assessing your health care needs and plans – are you in “good shape”? Who will handle your financial decisions? What are the duties and limits of a financial caregiver?
Presenter Janet Carlson is the Executive Director of Health Pathfinder (formerly PharmaCares). Prior to launching Health Pathfinder, Janet spent over 20 years in the healthcare area, working in patient care, pharmaceuticals, medical software, and medical advertising and marketing. Health Pathfinder is a non-profit company that helps people access health insurance, medicines, and healthcare advocacy. Darilyn Woods, Vice President and Trust Officer with Salisbury Trust Wealth Advisory Services will also be presenting. Darilyn works primarily with non-profit organizations and their boards, as well as with complex families, helping them make sound financial decisions. Darilyn began working in the banking industry over 15 years ago as a Socio-Economist in Brazil and then moved into Private Banking in New York.
Please join us on Wednesday, September 13, 2017
5:00 p.m. – 6:30 p.m.
Geer Village Senior Community
The Lodge, in the Hollenbeck Room
77 South Canaan Road
Canaan, CT 06018
Reservations are suggested, but not required. To reserve a spot, contact Kevin Norton by calling 860.453.3497 or email knorton at salisburybank dot com and type “Seniors” in the subject line.
Salisbury Bank is a full-service community bank headquartered in Lakeville, Connecticut and presently operates full service branches in Canaan, Lakeville, Salisbury, and Sharon, Connecticut; Great Barrington, Sheffield, and South Egremont, Massachusetts; as well as Dover Plains, Fishkill, Millerton, New Paltz, Newburgh, Poughkeepsie, and Red Oaks Mill, New York. The Bank has been serving families and businesses for over 160 years and offers a full range of consumer and business banking products and services as well as trust and investment services.